PRIVATE PRACTICE - How-To Series Bundle

  • Register
    • Non-Member - $375
    • PT Member - $275
    • PTA Member - $275
    • Student - $99
    • Post-Professional Student - $275
    • *Further discounts may apply once you log in.

This course bundle was recorded in 2023.

Highlighting the APTA Private Practice How-To Manual, this series aims to enhance learning opportunities and keep up-to-date with changing trends in all 13 chapters. Each chapter is presented as a 60-90-minute pre-recorded presentation, with the chapter content serving as the general outline for our discussion. This series enhances both the How-To Manual chapter's detail and the impact on both new and experienced practice owners.

Save & Bundle by purchasing all 13 chapters of the How-To Series! Check out Chapter 8: Payer Contracting for Physical TherapyCOMPLEMENTARY TO ALL MEMBERS!

Chapter 1: Select and Design a Practice Site: This course will provide you with a clear 9-step process that you can apply to start your first clinic, as well as future clinics. You will have the tools to make objective decisions that will lead you to the best geography, size, fit-out, equipment, and staff for your new venture.

Chapter 2: What it Takes to Get Started: This session focuses on the disciplined process of writing up a business plan and the strategic and financial decisions you will make by completing the plan. Writing a business plan helps you weigh the risks and benefits of ownership, assess the healthcare market, identify your strengths and weaknesses, define the focus of your practice, and make financial projections. The content of this session is also applicable to a business plan to expand or add a service line to your practice. 

Chapter 3: Business Structure Options: Legal, Tax, and Regulatory: A physical therapy private practice can be established as any one of a number of separate and distinct legal entities or can be operated as a sole proprietorship. The type of legal entity or entities available to a physical therapist desiring to start a practice is largely dependent on state law. The type of legal entity ultimately selected is also largely driven by the practice's desired management structure and tax treatment, as set forth in detail in Chapter 3 of the How-To Manual.

Chapter 4: Marketing and Public Relations Essentials: This course is based on marketing principles for PT Private Practices. It explores solidifying your practice’s mission, vision & unique sales proposition (USP). 

Chapter 5: Managing Human Resources: Discuss key ideas you can implement to help with employee retention. Learn supervision, power dynamics, and conflict resolution methods to keep in your back pocket should the need ever arise.

Chapter 6: Financial Management: Simplified financial data reporting is an investment essential to building the foundation of a valuable private practice and can be leveraged to drive strategic decision-making.\

Chapter 7: Revenue Cycle: This session will add more in-depth and time-relevant changes that have or are occurring within the revenue cycle. Relevant adjustments in your revenue cycle process can have immediate impacts to your bottom line net income.

COMPLEMENTARY TO ALL MEMBERS! Chapter 8: Payer Contracting for Physical Therapy:  Develop an action plan for evaluating current contracts, understanding key terms that should be negotiated, understanding market conditions that create favorable conditions for negotiating, and steps to determine if a new contract is favorable or not.

Chapter 9: Building a Compliance Program: Develop a Compliance Program for your practice.

Chapter 10: Business Systems in Physical Therapy Practice: This session will provide awareness of business systems in physical therapy practice in order to allow participants to be informed consumers of potential applications and best apply these systems in their practice.

Chapter 11: Private Practice and Social Responsibility: This session will teach participants that social entrepreneurship is the future wave in healthcare practices. It makes good business sense and can lead to a stable and sustainable model of practice. It can help with recruitment and retention and truly allow your practice to serve the community.

Chapter 12: Integrating Quality Standards into Physical Therapy Private Practice:  This webinar focuses on Chapter 12 of the “The How-To Manual.”

Chapter 13: Leadership: The Key to a Successful Private Physical Therapy Practice: This session will provide a better understanding of the strategies and concepts that promote high-quality leadership within Private Practices as outlined in Chapter 13 of the Private Practice How-to Manual.

  • Contains 2 Component(s), Includes Credits Recorded On: 06/01/2023

    Upon Completion of this webinar, participants will have a better understanding of the strategies and concepts that promote high-quality leadership within Private Practices as outlined in Chapter 13 of the Private Practice How-to Manual.

    This course was recorded in June 2023.

    Level: Multiple Levels

    This webinar is complementary to the “The How-To Manual” of the APTA Private Practice. This webinar focuses on Chapter 13: Leadership: The Key to a Successful Private Physical Therapy Practice. Save & Bundle by purchasing all 13 chapters of the How-To Series here!

    Most people believe that leadership comes with a title or a position. Quite the contrary. Effective organizations have leaders throughout the organizational structure who imagine what "could be" instead of acting as managers who maintain the status quo.

    In this course, we will outline the individual and institutional leadership skills required by all team members to create a dynamic and thriving business. Whether you own the Private Practice or help at the front desk, this presentation will provide you with relevant and actionable resources that you can implement immediately to foster shared vision and growth in your organization.

    Upon completion of this course, you will be able to:

    -identify the signs of lacking leadership and outline strategies to address this immediately.

    -describe the difference between a leader and a manager in relation to the impact on a practice's long-term vision and growth.

    -identify areas of opportunity to delegate responsibilities and therefore develop leadership in their employees and coworkers.


    Stephen Anderson

    PT, DPT

    Orange Dot Coaching

    Steve is a past president of the APTA Private Practice and retired ex-CEO of Therapeutic Associates, which is a physical therapy company that consists of 100 outpatient clinics in Washington, Oregon and Idaho and a major hospital contract in Southern California. He held that position for 19 years. He grew the company from a $27 M to a $65M company during his tenure. He is also active nationally in the American Physical Therapy Association (APTA), was a Board of Trustee for The Foundation for Physical Therapy and was the President of The APTA Private Practice of APTA for 6 years between 2002-2008. He was also awarded the most prestigious award the Section gives out annually to a physical therapist, the Robert G. Dicus Service Award in 2010. Steve is also a founder and facilitator of The Graham Sessions for the last 14 years. The conference is a think tank, discussion, and debate forum held annually on a national platform. Steve is a graduate of Northwestern University PT School and the Private Practice Executive Management Program through Evidence in Motion.

    Steve is now an Executive Coach with Orange Dot Coaching. He is the creator and host of Profiles in Leadership Podcast and lives in Washington State on Hood Canal.

    Course Instructions

    1. Click on the Contents tab to watch the course recording.
    2. Click the Take Quiz button to complete the assessment. Learners will have 3 attempts to pass and must answer at least 70% of questions correctly.
    3. Click Fill Out Survey under the Evaluation listing to provide valuable course feedback. Scroll down on all questions as there may be answer options that expand past the size of the window.
    4. Click the View/Print Your Certificate button under the Certificate listing. You can view/print your certificate at any time by visiting the APTA Learning Center and clicking the CEU Certificate/Transcript link on the left-hand side of the page. 

    Need Assistance?

    For assistance logging in, accessing activities, claiming credit, or for other questions or concerns, please e-mail learningcenter@apta.org. 

  • Contains 2 Component(s), Includes Credits Recorded On: 06/01/2023

    This webinar is complementary to the “The How-To Manual” of the Private Practice Section. This webinar focuses on Chapter 12: Integrating Quality Standards into Physical Therapy Private Practice

    This course was recorded in June 2023.

    Level: Multiple Levels

    This webinar is complementary to the “The How-To Manual” of the APTA Private Practice. This webinar focuses on Chapter 12: Integrating Quality Standards into Physical Therapy Private Practice. Save & Bundle by purchasing all 13 chapters of the How-To Series here!


    Stephen Hunter

    PT, DPT, OCS

    Course Instructions

    1. Click on the Contents tab to watch the course recording.
    2. Click the Take Quiz button to complete the assessment. Learners will have 3 attempts to pass and must answer at least 70% of questions correctly.
    3. Click Fill Out Survey under the Evaluation listing to provide valuable course feedback. Scroll down on all questions as there may be answer options that expand past the size of the window.
    4. Click the View/Print Your Certificate button under the Certificate listing. You can view/print your certificate at any time by visiting the APTA Learning Center and clicking the CEU Certificate/Transcript link on the left-hand side of the page. 

    Need Assistance?

    For assistance logging in, accessing activities, claiming credit, or for other questions or concerns, please e-mail learningcenter@apta.org. 

  • Contains 3 Component(s), Includes Credits Recorded On: 06/01/2023

    This session will teach participants that social entrepreneurship is the future wave in healthcare practices. It makes good business sense and can lead to a stable and sustainable model of practice. It can help with recruitment and retention and truly allow your practice to serve the community.

    This course was recorded in June 2023.

    Level: Intermediate

    This webinar is complementary to the “The How-To Manual” of the APTA Private Practice. This webinar focuses on Chapter 11: Private Practice and Social Responsibility. Save & Bundle by purchasing all 13 chapters of the How-To Series here!

    The course will discuss how social responsibility in a healthcare profession is actually good business and how we must build social entrepreneurship into our business models in order to succeed professionally and financially and fulfill our social contract. As private practice owners, you are in the best position to design business models that simultaneously illustrate our obligations as a doctoring profession. Presenters of this course will share WHY integrating social responsibility into healthcare practice business plans is a good business decision and how it can strengthen you financial and professional success. Social responsibility does not simply mean providing charity or passive donations but rather involves active engagement of your business to be part of the solution to address the broad health needs in your community.
    Participants will gain an appreciation of WHY social responsibility is one of the Big 10 to designing profitable private practices, learn how to integrate business literacy and social entrepreneurship, burst myths of non-profits, challenge past beliefs, and take away pragmatic tools that can make ideas become a reality. Innovative entrepreneurial business model examples that integrate social responsibility into the fabric of their design will be discussed, and participants can explore how you too can be part of the movement to foster, "One Health", while succeeding in private practice.

    Upon completion of this course, you will be able to:

    -describe why social responsibility is an essential component of successful private practice design

    -discuss how current graduates are now being prepared to assume our social contract as DPTs

    -discuss the myths of non-profits: what they can and can't do

    Barbara Tschoepe

    PT, DPT, PhD, FAPTA

    Dr. Tschoepe is an education consultant, faculty and past private practice owner. She is recognized for her various academic leadership roles, teaches leadership development, and is Dean Emerita from Regis University School of Physical Therapy.

    Tschoepe holds APTA’s highest honor as a Catherine Worthingham Fellow (FAPTA), is President of The Physical Therapy Learning Institute, is CAPTE site team leader and past Board member of ACAPT. Her research focuses on leadership development and professional formation to amplify clinical and academic expertise as DPTs who promote health and wellbeing in our communities.

    Course Instructions

    1. Click on the Contents tab to watch the course recording.
    2. Click the Take Quiz button to complete the assessment. Learners will have 3 attempts to pass and must answer at least 70% of questions correctly.
    3. Click Fill Out Survey under the Evaluation listing to provide valuable course feedback. Scroll down on all questions as there may be answer options that expand past the size of the window.
    4. Click the View/Print Your Certificate button under the Certificate listing. You can view/print your certificate at any time by visiting the APTA Learning Center and clicking the CEU Certificate/Transcript link on the left-hand side of the page. 

    Need Assistance?

    For assistance logging in, accessing activities, claiming credit, or for other questions or concerns, please e-mail learningcenter@apta.org. 

  • Contains 2 Component(s), Includes Credits Recorded On: 06/01/2023

    This session will provide awareness of business systems in physical therapy practice in order to allow participants to be informed consumers of potential applications and best apply these systems in their practice.

    This course was recorded in June 2023.

    Level: Multiple Levels

    This webinar is complementary to the “The How-To Manual” of the APTA Private Practice. This webinar focuses on Chapter 10: Business Systems in Physical Therapy Practice. Save & Bundle by purchasing all 13 chapters of the How-To Series here!

    Review of business systems in physical therapy practice, i.e., EMR, practice management, customer relationship management, financial, and digital health applications in order to help practice owners optimize efficiency and effectiveness in their practices.

    Upon completion of this course, you will be able to:

    -identify the signs of lacking leadership and outline strategies to address this immediately.

    -describe the difference between a leader and a manager in relation to the impact on a practice's long-term vision and growth.

    -identify areas of opportunity to delegate responsibilities and therefore develop leadership in their employees and coworkers.


    Rob Worth

    PT, DPT, MS

    Dr. Worth graduated from the University of Wisconsin–LaCrosse, double majoring in physical therapy and psychology, received his Master’s in Orthopedic Physical Therapy from the University of St. Augustine and his DPT from Massachusetts General Institute of Health Professions.   He has been in private practice since establishing Advanced Physical Therapy & Sports Medicine in 1998, with 28 clinics in northeast/central Wisconsin, plus 8 on-site clinics at YMCA’s and providing on-site care for 60+ companies and municipalities.  Rob has presented at the APTA Innovation Summit and his practice was selected as the 2013 Private Practice of the Year by the APTA Private Practice Section.  In addition to his private practice, teaching at two universities and an orthopedic residency program, and leading international medical missionary work, he is an active member of the American Physical Therapy Association, previously serving as the President of the American Physical Therapy Association Wisconsin, currently serves as Wisconsin Delegate to the American Physical Therapy Association, and is a Director on the APTA Private Practice Board of Directors. Dr. Worth has also received the Outstanding Service Award from APTA Wisconsin and the IndUS International Award for cross-cultural contributions in healthcare.

    Course Instructions

    1. Click on the Contents tab to watch the course recording.
    2. Click the Take Quiz button to complete the assessment. Learners will have 3 attempts to pass and must answer at least 70% of questions correctly.
    3. Click Fill Out Survey under the Evaluation listing to provide valuable course feedback. Scroll down on all questions as there may be answer options that expand past the size of the window.
    4. Click the View/Print Your Certificate button under the Certificate listing. You can view/print your certificate at any time by visiting the APTA Learning Center and clicking the CEU Certificate/Transcript link on the left-hand side of the page. 

    Need Assistance?

    For assistance logging in, accessing activities, claiming credit, or for other questions or concerns, please e-mail learningcenter@apta.org. 

  • Contains 3 Component(s), Includes Credits Recorded On: 06/01/2023

    Participants will be able to utilize this webinar to develop a Compliance Program for their practice.

    This course was recorded in June 2023.

    Level: Multiple Levels

    This webinar is complementary to the “The How-To Manual” of the APTA Private Practice. This webinar focuses on Chapter 9: Building a Compliance Program. Save & Bundle by purchasing all 13 chapters of the How-To Series here!

    Owning a physical therapy practice means that you are beholden to a huge variety of regulations.  Having a well-designed and implemented Compliance Program will serve the practice owner well in mitigating risk.  In this webinar, we will discuss the 7 Elements of an effective compliance program as defined by the Office of the Inspector General (OIG).  We will look at key business areas to assess.  We will discuss an effective monitoring and auditing program for outpatient therapy businesses.  You will leave with an action plan to create your program or fill voids that may exist.

    Upon completion of this course, you will be able to:

    -identify the 7 elements identified by the OIG of an effective compliance program.

    -articulate the requirements for compliance program written policies and procedures and processes.

    -articulate the requirements for an effective auditing and monitoring process.

    Robbie B. Leonard

    PT, DPT, CHC

    Robbie Leonard, PT, DPT, CHC has extensive clinical and administrative experience in rehabilitation.  She has provided continuing education seminars nationwide in the areas of Medicare, compliance, billing and coding, and administration.  She has certifications in Lean Healthcare and Healthcare Compliance.  She has taught in the academic setting for the Physical Therapy Programs at MUSC and Western Carolina University.  Robbie has owned a private practice and has served as the VP of Administration for a multi-state private practice with over 30 clinics.  Robbie serves as the Chief Learning Officer for Medical Billing Center and is the Co-founder of 8150 Advisors.

    Course Instructions

    1. Click on the Contents tab to watch the course recording.
    2. Click the Take Quiz button to complete the assessment. Learners will have 3 attempts to pass and must answer at least 70% of questions correctly.
    3. Click Fill Out Survey under the Evaluation listing to provide valuable course feedback. Scroll down on all questions as there may be answer options that expand past the size of the window.
    4. Click the View/Print Your Certificate button under the Certificate listing. You can view/print your certificate at any time by visiting the APTA Learning Center and clicking the CEU Certificate/Transcript link on the left-hand side of the page. 

    Need Assistance?

    For assistance logging in, accessing activities, claiming credit, or for other questions or concerns, please e-mail learningcenter@apta.org. 

  • Contains 3 Component(s), Includes Credits Recorded On: 06/01/2023

    Participants will develop an action plan for evaluating current contracts, understanding key terms that should be negotiated, understanding market conditions that create favorable conditions for negotiating and steps to determine if a new contract is favorable or not.

    This course was recorded in June 2023.

    Level: Multiple Levels 

    This webinar is complementary to the “The How-To Manual” of the APTA Private Practice. This webinar focuses on Chapter 8: Payer Contracting for Physical Therapy. Save & Bundle by purchasing all 13 chapters of the How-To Series here!

    Reading, understanding, and negotiating insurance contracts is not a class that is taught in PT school, nor is it something that most PTs feel comfortable with.  Many of us don’t know the details of the insurance contracts or the payment policies that we are obligated to in our practices.  Is it possible to negotiate a contract?  Are there things other than the fee schedule that should be negotiated?  What factors create a favorable situation for negotiations?  These questions and more will be answered in this course.  We will discuss how to understand the contracts.  We will explore key items in the contract that should be evaluated.  We will discuss opportunities for re-negotiating and when to potentially terminate a contract.  We will discuss how to evaluate a new insurance contract that is presented to the practice.  We will discuss the key questions you should be asking your insurance contracting team if you work in a large business model.  You will leave this course with a game plan for your practice.

    Upon completion of this course, you will be able to:

    -articulate the key components to evaluate when considering a new insurance contract

    -identify problematic language when evaluating an insurance contract

    -articulate key questions to ask when determining to terminate or sign a new agreement


    Robbie B. Leonard

    PT, DPT, CHC

    Robbie Leonard, PT, DPT, CHC has extensive clinical and administrative experience in rehabilitation.  She has provided continuing education seminars nationwide in the areas of Medicare, compliance, billing and coding, and administration.  She has certifications in Lean Healthcare and Healthcare Compliance.  She has taught in the academic setting for the Physical Therapy Programs at MUSC and Western Carolina University.  Robbie has owned a private practice and has served as the VP of Administration for a multi-state private practice with over 30 clinics.  Robbie serves as the Chief Learning Officer for Medical Billing Center and is the Co-founder of 8150 Advisors.

    Course Instructions

    1. Click on the Contents tab to watch the course recording.
    2. Click the Take Quiz button to complete the assessment. Learners will have 3 attempts to pass and must answer at least 70% of questions correctly.
    3. Click Fill Out Survey under the Evaluation listing to provide valuable course feedback. Scroll down on all questions as there may be answer options that expand past the size of the window.
    4. Click the View/Print Your Certificate button under the Certificate listing. You can view/print your certificate at any time by visiting the APTA Learning Center and clicking the CEU Certificate/Transcript link on the left-hand side of the page. 

    Need Assistance?

    For assistance logging in, accessing activities, claiming credit, or for other questions or concerns, please e-mail learningcenter@apta.org. 

  • Contains 3 Component(s), Includes Credits Recorded On: 06/01/2023

    This webinar will add more in-depth and time relevant changes that have or are occurring within the revenue cycle. Relevant adjusts in your revenue cycle process can have immediate impacts to your bottom line net income.

    This course was recorded in June 2023.

    Level: Multiple Levels 

    This webinar is complementary to the “The How-To Manual” of the APTA Private Practice. This webinar focuses on Chapter 7: Revenue Cycle. Save & Bundle by purchasing all 13 chapters of the How-To Series here!

    The revenue cycle is the collection of all clinical and administrative processes, policies, and training put together in a coordinated effort to accomplish fair payment for the practice. The revenue cycle starts at the first point of contact a patient has with your practice through the collection of intake information until the patient has been discharged and their bill is paid in full.

    Upon completion of this course, you will be able to:

    -understand the importance of patient check-in and the urgency to lay out the payment process first thing.  Transparency in cost and payment plans is part of ensuring early cash flow and avoiding lengthy management expenses.   

    -understand the importance of insurance verification and authorization attentiveness.  A major important step in ensuring payment coverage, reducing denials, and enhancing cash flow.

    -understand a “clean claim” and why having clean claims saves on the efficiency of cash flow and reduces expense.  New KPIs are always being considered and old KPIs are always essential to monitor routinely.


    Jodi Dresen

    Jodi Dresen is a Revenue Cycle Manager with more than 21 years of healthcare management experience specializing in billing and reimbursement strategies for the physical and occupational therapy disciplines. Graduated from the University of Wisconsin Parkside with a Bachelor’s degree in Business Management.

    Course Instructions

    1. Click on the Contents tab to watch the course recording.
    2. Click the Take Quiz button to complete the assessment. Learners will have 3 attempts to pass and must answer at least 70% of questions correctly.
    3. Click Fill Out Survey under the Evaluation listing to provide valuable course feedback. Scroll down on all questions as there may be answer options that expand past the size of the window.
    4. Click the View/Print Your Certificate button under the Certificate listing. You can view/print your certificate at any time by visiting the APTA Learning Center and clicking the CEU Certificate/Transcript link on the left-hand side of the page. 

    Need Assistance?

    For assistance logging in, accessing activities, claiming credit, or for other questions or concerns, please e-mail learningcenter@apta.org. 

  • Contains 2 Component(s), Includes Credits Recorded On: 06/01/2023

    Simplified financial data reporting is an investment essential to building the foundation of a valuable private practice and can be leveraged to drive strategic decision-making.

    This course was recorded in June 2023.

    Level: Multiple Levels

    This webinar is complementary to the “The How-To Manual” of the APTA Private Practice. This webinar focuses on Chapter 6: Financial Management. Save & Bundle by purchasing all 13 chapters of the How-To Series here!

    Physical therapists in private practice have a wide range of financial backgrounds and experience with financial reporting. Financial reporting can quickly become burdensome and of limited value to practice owners when it is difficult to interpret or overwhelming.  Investing in simplified data reporting allows owners to focus on a few key metrics and act strategically based on a consistent review of those metrics.

    Upon completion of this course, you will be able to:

    -leverage financial reports to build practice value

    -act strategically based on practice financial trends and ratios

    -evaluate the return on investment (ROI) of practice initiatives 

    -implement a regular and consistent review of key financial data

    Rob Worth

    PT, DPT, MS

    Dr. Worth graduated from the University of Wisconsin–LaCrosse, double majoring in physical therapy and psychology, received his Master’s in Orthopedic Physical Therapy from the University of St. Augustine and his DPT from Massachusetts General Institute of Health Professions.   He has been in private practice since establishing Advanced Physical Therapy & Sports Medicine in 1998, with 28 clinics in northeast/central Wisconsin, plus 8 on-site clinics at YMCA’s and providing on-site care for 60+ companies and municipalities.  Rob has presented at the APTA Innovation Summit and his practice was selected as the 2013 Private Practice of the Year by the APTA Private Practice Section.  In addition to his private practice, teaching at two universities and an orthopedic residency program, and leading international medical missionary work, he is an active member of the American Physical Therapy Association, previously serving as the President of the American Physical Therapy Association Wisconsin, currently serves as Wisconsin Delegate to the American Physical Therapy Association, and is a Director on the APTA Private Practice Board of Directors. Dr. Worth has also received the Outstanding Service Award from APTA Wisconsin and the IndUS International Award for cross-cultural contributions in healthcare.

    Course Instructions

    1. Click on the Contents tab to watch the course recording.
    2. Click the Take Quiz button to complete the assessment. Learners will have 3 attempts to pass and must answer at least 70% of questions correctly.
    3. Click Fill Out Survey under the Evaluation listing to provide valuable course feedback. Scroll down on all questions as there may be answer options that expand past the size of the window.
    4. Click the View/Print Your Certificate button under the Certificate listing. You can view/print your certificate at any time by visiting the APTA Learning Center and clicking the CEU Certificate/Transcript link on the left-hand side of the page. 

    Need Assistance?

    For assistance logging in, accessing activities, claiming credit, or for other questions or concerns, please e-mail learningcenter@apta.org. 

  • Contains 3 Component(s), Includes Credits Recorded On: 06/01/2023

    Discuss key ideas you can implement to help with employee retention. Learn supervision, power dynamics, and conflict resolution methods to keep in your back pocket should the need ever arise.

    This course was recorded in June 2023.

    Level: Beginner/Intermediate

    This webinar is complementary to the “The How-To Manual” of the APTA Private Practice. This webinar focuses on Chapter 5: Managing Human Resources. Save & Bundle by purchasing all 13 chapters of the How-To Series here!

    Discuss how Physical Therapy Clinic owners must manage Human Resources. Speaker Dr. Ben Fung gives a brief summary of all of Chapter 5 of the “How to Manual” and reviews topics such as general requirements for compliance, payroll, recruiting, hiring, and employee handbooks. But then Ben takes a deeper dive and a look at hiring, and teamwork, and culture and why that is important for any business. He then discusses Management and supervision and the power balances between those situations that can occur. And finally, he wraps up with a good piece on conflict resolution and brings things full circle by talking about transparency, openness, and communication while summarizing the discussion and giving three key action steps the listener can take away and implement.


    Upon completion of this course, you will be able to:

    -identify categorical combinations of turnover risk; and, how to turn the ship around from “losing less” to “winning more”

    -orient Team Excellence as a true north in the game of supervisorial angst

    -use “the sweet spot” to key in on common ground for forward moving conflict resolution

    Ben Fung

    PT, DPT, MBA

    Dr Ben Fung of UpDoc Media comes on to discuss how Physical Therapy Clinic owners must manage Human Resources. He gives a brief summary of all of CHapter 5 of the “How to Manual” and reviews topics such as general requirements for compliance, payroll, recruiting, hiring and employee handbooks. But then Ben takes a deeper dive and a look at hiring, and team work and culture, and why that is important for any business. He then discusses Management and supervision and the power balances between those situations that can occur. And finally, he wraps up with a good piece on conflict resolution and brings things full circle by talking about transparency, openness, and communication while summarizing the discussion and giving three key action steps the listener can take away and implement.

    Course Instructions

    1. Click on the Contents tab to watch the course recording.
    2. Click the Take Quiz button to complete the assessment. Learners will have 3 attempts to pass and must answer at least 70% of questions correctly.
    3. Click Fill Out Survey under the Evaluation listing to provide valuable course feedback. Scroll down on all questions as there may be answer options that expand past the size of the window.
    4. Click the View/Print Your Certificate button under the Certificate listing. You can view/print your certificate at any time by visiting the APTA Learning Center and clicking the CEU Certificate/Transcript link on the left-hand side of the page. 

    Need Assistance?

    For assistance logging in, accessing activities, claiming credit, or for other questions or concerns, please e-mail learningcenter@apta.org. 

  • Contains 2 Component(s) Recorded On: 06/01/2023

    Key takeaways include methodology to: Define your USP Understand your market Identify your marketing targets Apply Internal Strategies to multiply your Customer Service Strategies Explore specific Marketing channels Resulting in a Marketing plan for your practice

    This course was recorded in June 2023.

    Level: Multiple Levels 

    This webinar is complementary to the “The How-To Manual” of the APTA Private Practice. This webinar focuses on Chapter 4: Marketing and Public Relations Essentials. Save & Bundle by purchasing all 13 chapters of the How-To Series here!

    This course is based on marketing principles for PT Private Practices. It explores solidifying your practice’s mission, vision & unique sales proposition (USP).  With your USP as a starting point, we will explore how you can connect your practice with the needs of your community.  We will delve into the various marketing channels available to help you reach your targets.  Outlining specific strategies, including Internal Marketing and Customer Service, Social Media, Referral Relations, Community Marketing and Public Relations, Public Speaking, Business to Business Marketing, and Media Advertising.  Finally, we will provide guidance on how you can create a specific plan for implementation.

    Upon completion of this course, you will be able to:

    -outline their practice’s Unique Sales Proposition

    -list the top 5 Marketing targets.

    -define their practice’s customer service proposition

    -list the Social Media platforms that match their target audiences

    -define the top 3 Marketing Channels and outline a plan

    Lynn Steffes

    PT, DPT

    Lynn is President/Coach/Consultant of Steffes & Associates, a rehabilitation consulting service based in Wisconsin, roviding consulting services to rehab providers nation-wide. She has enabled providers to achieve optimum success in the delivery of high quality, cost-effective care to their patients/clients. She provides coaching and consulting in marketing & program development; selection, training & support of Practice Marketing Specialists; customer service initiatives; patient alumni programs; Lifestyle Medicine Programs; negotiating managed care contracts and payer relations. Dr. Steffes is a 1981 graduate of Northwestern University and Transitional DPT in December of 2010 Evidence in Motion’s Executive Management Program.

    Course Instructions

    1. Click on the Contents tab to watch the course recording.
    2. Click the Take Quiz button to complete the assessment. Learners will have 3 attempts to pass and must answer at least 70% of questions correctly.
    3. Click Fill Out Survey under the Evaluation listing to provide valuable course feedback. Scroll down on all questions as there may be answer options that expand past the size of the window.
    4. Click the View/Print Your Certificate button under the Certificate listing. You can view/print your certificate at any time by visiting the APTA Learning Center and clicking the CEU Certificate/Transcript link on the left-hand side of the page. 

    Need Assistance?

    For assistance logging in, accessing activities, claiming credit, or for other questions or concerns, please e-mail learningcenter@apta.org.